Services
At Sandhurst Private Office our goal is to give you more time, by helping you spend less time worrying about your investment portfolio.
Private investors
Whether you have an individual, family trust or self-managed superannuation fund portfolio, Sandhurst Private Office will work with you to:
- Develop a structured and customised investment framework, designed to help you achieve your lifestyle goals while taking into account your appetite for risk.
- Build a roadmap of your financial future that includes measurable benchmarks and is adaptable, so your portfolio can pivot when things change.
David has been my adviser for over 20 years, providing advice on a number of entities for myself and my family. He has played an enormous part in enabling me to provide a legacy for my family. Our relationship over the years has formed into a great friendship.
Not for profits
If the management of your organisation’s investment portfolio is a source of concern and a distraction from your primary goals, but you still need reassurance about investment performance and regulatory compliance, Sandhurst Private Office is ready and qualified to help.
At Sandhurst Private Office we specialise in developing bespoke frameworks, by working closely with your finance and investment committees, to build an effective financial roadmap for your not for profit organisation or foundation.
On behalf of the Trustees of the Bishop Noel Daly Foundation we would like to express our appreciation of your advice to the Trustees over the past nine years. Over the years the Trustees have come to have great confidence in your recommendations re investments.
